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Beam Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Beam Wealth Advisors’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$791K Sell
21,522
-1,331
-6% -$50.2K 0.17% 88
2026
Q1 		$865K Sell
22,853
-2,080
-8% -$73.6K 0.22% 75
2025
Q4 		$799K Sell
24,933
-840
-3% -$26.6K 0.22% 79
2025
Q3 		$806K Sell
25,773
-5,828
-18% -$184K 0.22% 84
2025
Q2 		$980K Buy
31,601
+46
+0.1% +$1.43K 0.29% 71
2025
Q1 		$1.08M Sell
31,555
-563
-2% -$18.8K 0.36% 59
2024
Q4 		$1.01M Buy
32,118
+2,166
+7% +$66.5K 0.32% 63
2024
Q3 		$872K Buy
29,952
+801
+3% +$23.4K 0.26% 67
2024
Q2 		$845K Buy
+29,151
New +$836K 0.28% 65

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Beam Wealth Advisors's EPD Position: Q2 2026 in Review

Beam Wealth Advisors reduced its Enterprise Products Partners (EPD) stake by 5.8% in Q2 2026, selling an estimated $50.2K and leaving 21,522 shares worth $791K. The position accounts for 0.17% of the portfolio, ranked #88.

Beam Wealth Advisors first reported a position in EPD in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.08M in Q1 2025. 733 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Beam Wealth Advisors held 21,522 shares of Enterprise Products Partners worth $791K as of Q2 2026.
  • Beam Wealth Advisors sold 1,331 Enterprise Products Partners shares in Q2 2026, an estimated $50.2K.
  • Enterprise Products Partners made up 0.17% of Beam Wealth Advisors's portfolio in Q2 2026, its #88 holding.
  • Beam Wealth Advisors first reported a position in Enterprise Products Partners in Q2 2024 and has held it in 9 quarters since.
  • Beam Wealth Advisors's Enterprise Products Partners position peaked at $1.08M in Q1 2025.
  • 733 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.